Instructions: Complete Section 1 and FAX and FAX to

the attention of Kat Abel at 330-672-3049. Contact

Access Management for assistance at 330-672-1366.

Kent State University

Request for Banner Advancement

Section 1 - User information, to be completed by requesting unit security administrator

(A) Employee Information
Employee Name _________________________________ Campus phone __________________________
Department _____________________________________ Position/Title ___________________________
Flashline User ID ___________________@kent.edu

Banner ID______________________________

(B) Access requirements

Request type (check one):

Add User,

Access to (check all that apply):

Remove User,

Replace Permissions,

Additional Access

Test _______________________________ (instance)

Job functions (check all that apply):

Development Officer (SSB),

SQL Reports

Purpose for access ____________________________________________________________________________

(C) Unit Authorization
Unit Security Admin Name _______________________________________________
Unit Security Admin Signature ____________________________________________ Date _______________
NOTE: A signed confidentiality agreement must accompany this request unless the user has already submitted one.

Section 2 - Security classes, to be completed by the Advancement data steward

BAN_ALUMNI_ALL_VAL_QUERY_C

BAN_ALUMNI_GIFT_MAINT_C

BAN_ALUMNI_SCHOLARSHIP_QUERY_C

BAN_ALUMNI_ALTID_SEARCH_C

BAN_ALUMNI_GIFT_QUERY_C

BAN_ALUMNI_SECR_C

BAN_ALUMNI_C

BAN_ALUMNI_GIFT_VAL_MAINT_C

BAN_ALUMNI_SOLORG_MAINT_C

BAN_ALUMNI_CAMPAIGN_MAINT_C

BAN_ALUMNI_GIVING_QUERY_C

BAN_ALUMNI_SOLORG_QUERY_C

BAN_ALUMNI_CAMPAIGN_QUERY_C

BAN_ALUMNI_IS_SUPPORT_C

BAN_ALUMNI_SOLORG_VAL_MAINT_C

BAN_ALUMNI_CAMPAIGN_VAL_MANT_C

BAN_ALUMNI_KSU_JOBS_C

BAN_ALUMNI_SUPER_MAINT_C

BAN_ALUMNI_CONS_MAINT_C

BAN_ALUMNI_LOOKUP_QUERY_C

BAN_ALUMNI_UPDATE_MAINT_C

BAN_ALUMNI_CONS_QUERY_C

BAN_ALUMNI_MEMBER_MAINT_C

BAN_ALUMNI_VRMAINT_C

BAN_ALUMNI_CONS_VAL_MAINT_C

BAN_ALUMNI_MEMBER_QUERY_C

BAN_ALUMNI_WORKFLOW_C

BAN_ALUMNI_DATALOAD_MAINT_C

BAN_ALUMNI_MEMBER_VAL_MAINT_C

BAN_JOBSUB_RUN_C

BAN_ALUMNI_DATALOAD_VAL_MANT_C

BAN_ALUMNI_ORG_MAINT_C

BAN_JOBSUB_MAINT_C

BAN_ALUMNI_DEPT_USER_QUERY_C

BAN_ALUMNI_ORG_QUERY_C

BAN_ALUMNI_EVENT_MAINT_C

BAN_ALUMNI_ORG_VAL_MAINT_C

BAN_ALUMNI_EVENT_QUERY_C

BAN_ALUMNI_POPLET_MAINT_C

BAN_ALUMNI_EVENT_VAL_MAINT_C

BAN_ALUMNI_POPLET_QUERY_C

BAN_ALUMNI_EXTRACT_C

BAN_ALUMNI_PROSPECT_MAINT_C

BAN_ALUMNI_FINANCE_QUERY_C

BAN_ALUMNI_PROSPECT_QUERY_C

BAN_ALUMNI_GENACCESS_MAINT_C

BAN_ALUMNI_PROSPECT_VAL_MANT_C

BAN_NAVIGATION_C

SQL REPORTS

Data Steward Signature ________________________________________________

Section 3 - To be completed by Information Services

Date _____________

Completed by ________________________________________________________

Date _____________

Verify confidentiality agreement,

Version 1.9Last Revised 7 /14/2014

Grant approved access,

Notify dept security administrator,

Notify data steward

Kent State University

Request for Banner Advancement Access Instructions
When to use this form
The Request for Banner Advancement Access form must be completed for any Banner Advancement access
creation or deletion, and any time a modification is required for an existing user's access rights in Banner
Advancement.

How to use this form

Section 1 of the form should be completed by the user's departmental security administrator, and then submitted
to the University Development and Relations & Institutional Advancement security administrator using the
instructions printed in the upper right hand corner of the form.
When submitting a request for a user who does not currently have access to Banner Advancement:
Provide all information requested in Section 1, selecting "Create User" on the "Request Type" line.
When submitting a request to remove access for a user who already has access to Banner Advancement:
Provide all information requested in Section 1, selecting "Remove User" on the "Request Type" line.
When submitting a request to modify the rights granted to a user who already has access to Banner
Advancement:
Provide all information requested in Section 1, selecting "Replace Permissions" on the "Request
Type" line, and then describe the requested change on the "Special Instructions" line.

What to expect
Once the completed form is submitted, the University Development and Relations & Institutional Advancement
security administrator will review the request and assign system rights to the user in Section 2. If the request
type is Create or Remove, University Development and Relations or Institutional Advancement VP approval
will be obtained. The form will then be submitted to the Information Services security administrator in Data
Center Operations Production Support. If the request type is Create or Remove, the Information Services VP
approval will be obtained. When all necessary approvals are collected, the request will be processed by the
Information Services security administrator. To confirm completion of the request, an email notification will be
sent by the Information Services security administrator, addressed to the University Development and
Relations & Institutional Advancement security administrator, the requesting department's security
administrator, and the end user.

Help with specific form elements

In Section 1, Part A:

Flashline User ID____________________ @kent.edu

Assignment Dates__________

Status (check one):

FT/PT on payroll,
Student,

Temp on payroll,

Temp ext. agency,

Other__________________

Status" refers to the user's employment status at Kent State University. "Assignment Dates" refers to the
beginning and end date of the user's employment. Both fields are required.

FT/PT on payroll indicates a full or part time employee paid out of the University payroll

Temp on payroll indicates a temporary employee paid out of the University payroll

Temp ext. agency indicates a temp paid through an external agency instead of the University payroll
Student indicates a student employee
Other used to indicate any other type of arrangement such as an external consultant
In Section 1, Part B:
Job functions (check all that apply):

Development Officer (SSB),

SQL Reports

"Job functions" are duties commonly performed by users with access to Banner Advancement.
They are provided as a shortcut to help describe a user's access requirements. If the user has additional
requirements that are not listed here, or are not obvious based on the listed department name and title, include
these in the lines marked "Special instructions / other requirements".
Development Officer (SSB) User is a development officer and only requires Self Service Banner
access, not Internet Native Banner
SQL Reports User requires access to run Microsoft Access reports (this additionally requires
Submission of an Open Database Connectivity (ODBC) Security Agreement form)